William Johns Cfp, Tep. Email & Phone Number
@healthfinance.com.au
LinkedIn matched
Who is William Johns Cfp, Tep.? Overview
A concise factual answer block for searchers comparing this professional profile.
William Johns Cfp, Tep. is listed as CEO and Founder at Health & Finance Integrated Pty Ltd( Social Enterprise), a with 7 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at healthfinance.com.au and a matched LinkedIn profile for William Johns Cfp, Tep..
William Johns Cfp, Tep. previously worked as Board Director at Financial Planning Association Of Australia and Chairman of the Professional Designations Committee at Financial Planning Association Of Australia. William Johns Cfp, Tep. holds Master'S Degree, Disability Studies (Faculty Of Medicine) from Flinders University.
Email format at Health & Finance Integrated Pty Ltd( Social Enterprise)
This section adds company-level context without repeating William Johns Cfp, Tep.'s masked contact details.
AeroLeads found 1 current-domain work email signal for William Johns Cfp, Tep.. Compare company email patterns before reaching out.
About William Johns Cfp, Tep.
With over 18 years of experience and a CEO and founder of Health & Finance Integrated, I am a multidisciplinary professional who combines rare qualifications and expertise in health, disability, and financial systems. I am also an elected board director of the Financial Advice Association of Australia, representing thousands of practitioners and driving the profession forward in challenging times.My mission is to give people certainty and preserve dignity by finding solutions for their housing, income, and support needs, especially when they face complex health, disability, or injury issues. I provide highly specialised financial advice, concierge support, and advocacy services, using proprietary processes and technology to identify and execute claims, access benefits, and manage wealth. Since 2018, I have processed over $400 million in claims, freeing people of debt and enhancing their quality of life. I am a leading expert and speaker in my field, and a passionate disability and human rights advocate.
Listed skills include Wealth Management, Investments, Financial Planning, Financial Services, and 44 others.
William Johns Cfp, Tep.'s current company
Company context helps verify the profile and gives searchers a useful next step.
William Johns Cfp, Tep. work experience
A career timeline built from the work history available for this profile.
Board Director
CurrentVoted for by FPA members to represent the thousands of practitioners at the highest levels and to drive the profession forward in most challenging times.
Chairman Of The Professional Designations Committee
Ceo & Founder
CurrentHealth & Finance Integrated (HFI) was founded by award winning financial planner, disability/ human rights advocate and social entrepreneur William Johns in October 2013. Our aims are to assist people in finding solutions best suited to their unique situations in order to alleviate the anxiety when thinking of the future and when dealing with complex systems. Our clients come from diverse backgrounds such as young people, families, people in midlife, retirees, people living with a disability and/or chronic illness and their carers, employees from all walks of life, middle management personnel, and executives of large international corporations. Many choose to deal with us simply because they believe in our mission and values and they find comfort in the knowledge that an ethical financial planning firm is assisting them with their life’s affairs.Through honest conversations, and detailed financial planning presented in easy to understand language, we promote wellbeing and provide a sense of security and stability for our clients and their families. Our role often includes supporting people at times of vulnerability. Without prejudice and with absolute commitment, compassion and sensitivity, we lend a hand to find a way through to brighter times.Our company is set up as a Social Enterprise which means we trade in order to return a significant amount of our profit back to the community.By choosing us as your financial advisers, not only will you be benefiting yourself, but hundreds of other people we support in the community.Contact us on info@healthfinance.com.au to make an appointment or call 1300 10 44 99Media enquiries welcome.Regards, William JohnsSpecialities: DisabilityPersonal InjuryWealth Accumulation& PreservationSuperannuationPlanning for RetirementHealth related issues, compensation, InsuranceSpecial Disability TrustsNot for Profit employeesCentrelinkHousing
Founder
CurrentI founded ClaimRight in 2017 to assist people in identifying, applying for and securing disability lumpsum and income Claims. CR has quickly became successful and well respected in the industry and known for providing comprehensive solutions to people claiming personal insurance and government benefits. We are hiring. You may be suitable if you have great attention to detail, and experience or education in legal or insurance background.
Expert Witness/ Consultant
CurrentMany people with disabilities or complex health conditions find themselves in situations such as family break-down, estate disputes, medical negligence and other areas where expertise of a professional with a holistic understanding of financial needs and health needs are necessary.- Provide comprehensive independent reports for the parties to help them determine their individual needs over their life-time- Provide guidance and council to the parties and their lawyers- Consult on disability matters, particularly the financial needs of someone with disability or complex health condition- Assist in determining direct, indirect and palliative costs to the individual- Provide expert witness services to the courts/ tribunals - Provide expert opinion on matters relating to appropriateness of financial advice - Provide expert opinion on matters that involve financial abuse of vulnerable persons.
Academic Lecturer (Seasonal)
Lecturer for Masters in Financial Planning (Retirement Planning)Risk & Insurance
Fpa Board Policy & Regulations Committee Member
- Analyse FOFA legislation and make recommendations to the committee.- debate new regulations and put forward argument for/ against to the committee.- comprehensive understanding of the Future of Financial Advice proposed models.- Work as part of a group of highly influential professional managers and industry leaders.- Analyse ASIC proposals and make recommendations to the committee.- The committee's objective is to provide strategic advice to the FPA on ongoing regulatory and policy issues that concerns the Financial Planning industry.
Board Director
Allevia offers the quality personalised services to people with a disability, including children, young people, and adults.
Executive Committee Member
Board Member
Senior Financial Planner
- Relationship Development- Ongoing reviews and monitoring of portfolios- ongoing client coaching and assistance- problem solving- complex strategies for people with special needs- portfolio risk management- retirement specialist- disability & special needs specialist- Non-Profit Organisation employee specialist (NGOs)- Business Risk, Buy/Sell and Life Insurance specialist- Networking & expansion of current business - Special Disability Trusts- Complex Estate planning issues for broken families and families with Special Needs.- Management of assistants and others when required.
Colleagues at Health & Finance Integrated Pty Ltd( Social Enterprise)
Other employees you can reach at healthfinance.com.au. View company contacts for 7 employees →
Amy Dimapilis
Colleague at Health & Finance Integrated Pty Ltd( Social Enterprise)Cavite, Calabarzon, Philippines
View →
PC
Paul Conte
Colleague at Health & Finance Integrated Pty Ltd( Social Enterprise)Melbourne, Victoria, Australia
View →
RD
Rodaline Dote, Dipfp
Colleague at Health & Finance Integrated Pty Ltd( Social Enterprise)Metro Manila, Philippines
View →
William Johns Cfp, Tep. education
Master'S Degree, Disability Studies (Faculty Of Medicine)
Foundations Of Directorship, Directing Companies
Certified Financial Planner Program, Financial Planning
B. Bus(Appfin, Fp), Applied Finance, Financial Planning, Finance Law, Alternative Dispute Resolution
Company Directors Course™ (Cdc), Business Administration And Management, General
Frequently asked questions about William Johns Cfp, Tep.
Quick answers generated from the profile data available on this page.
What company does William Johns Cfp, Tep. work for?
William Johns Cfp, Tep. works for Health & Finance Integrated Pty Ltd( Social Enterprise).
What is William Johns Cfp, Tep.'s role at Health & Finance Integrated Pty Ltd( Social Enterprise)?
William Johns Cfp, Tep. is listed as CEO and Founder at Health & Finance Integrated Pty Ltd( Social Enterprise).
What is William Johns Cfp, Tep.'s email address?
AeroLeads has found 1 work email signal at @healthfinance.com.au for William Johns Cfp, Tep. at Health & Finance Integrated Pty Ltd( Social Enterprise).
Where is William Johns Cfp, Tep. based?
William Johns Cfp, Tep. is based in Greater Sydney Area, Australia while working with Health & Finance Integrated Pty Ltd( Social Enterprise).
What companies has William Johns Cfp, Tep. worked for?
William Johns Cfp, Tep. has worked for Health & Finance Integrated Pty Ltd( Social Enterprise), Financial Planning Association Of Australia, Claimright, Health & Finance Integrated/ William Johns Consulting, and Western Sydney University.
Who are William Johns Cfp, Tep.'s colleagues at Health & Finance Integrated Pty Ltd( Social Enterprise)?
William Johns Cfp, Tep.'s colleagues at Health & Finance Integrated Pty Ltd( Social Enterprise) include Amy Dimapilis, Paul Conte, and Rodaline Dote, Dipfp.
How can I contact William Johns Cfp, Tep.?
You can use AeroLeads to view verified contact signals for William Johns Cfp, Tep. at Health & Finance Integrated Pty Ltd( Social Enterprise), including work email, phone, and LinkedIn data when available.
What schools did William Johns Cfp, Tep. attend?
William Johns Cfp, Tep. holds Master'S Degree, Disability Studies (Faculty Of Medicine) from Flinders University.
What skills is William Johns Cfp, Tep. known for?
William Johns Cfp, Tep. is listed with skills including Wealth Management, Investments, Financial Planning, Financial Services, Wealth, Strategic Financial Planning, Financial Advisory, and Risk Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial